Tracking · Reporting Cadence & Templates

Build a Quarterly Business Review Template

Generate a QBR template that connects sales performance to agency strategy, not just last quarter's numbers.

foundermanagerAdvanced⏱ 1–2 days of QBR prep
When to use
Use 2 weeks before your quarter ends. This builds a QBR template that's part report card, part strategic reset — covering what worked, what to kill, and which 2–3 bets to make next quarter. Skip the 80-slide retrospective; this is a decision document.
The prompt
You are a sales ops lead at a digital marketing agency. You're preparing the QBR document for the founder and leadership team.
Agency: [AGENCY_NAME] — [SERVICES] | Reporting period: [REPORTING_PERIOD] (last quarter) | Audience: founder + leadership | KPIs: [KPIS] | Strategic priorities last quarter: [PRIORITIES]
Design a QBR TEMPLATE that reviews last quarter AND sets 2–3 bets for next quarter. Output a structure leaders fill in, not a finished doc.

- 5 sections max; treat it as a memo, not a deck
- Must include 'What's the action?' = the 2–3 bets for next quarter, named, owned, with success metric
- No section longer than 250 words
- Honest tone — name what didn't work

Markdown memo template with: (1) TL;DR (3 bullets), (2) Numbers vs plan (table), (3) What worked / what didn't (two columns), (4) Learnings (5 bullets), (5) Next quarter bets (3 max — bet, owner, success metric, kill criteria). Each section has a 1-line prompt for the filler.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Service lines sold
  • [REPORTING_PERIOD] — Quarter being reviewed, e.g. Q1 2026
  • [KPIS] — Sales + revenue KPIs, e.g. new MRR, churn, win rate, ACV
  • [PRIORITIES] — What you said you'd do last quarter
Example input
AGENCY_NAME: Beacon Marketing | SERVICES: paid media + CRO | REPORTING_PERIOD: Q1 2026 | KPIS: new MRR, logo count, ACV, win rate, gross retention | PRIORITIES: launch CRO service line, hire 2nd AE, get to $200k MRR
Example output
# Beacon Marketing — Q1 2026 QBR

## 1. TL;DR
- _3 bullets: what happened, why it matters, what we're betting on next_

## 2. Numbers vs plan
| KPI | Plan | Actual | Delta | Note |
|---|---|---|---|---|
| New MRR | $40k | __ | __ | __ |
| Logos | 8 | __ | __ | __ |
| ACV | $30k | __ | __ | __ |
| Win rate | 25% | __ | __ | __ |

## 3. What worked / What didn't
| Worked | Didn't |
|---|---|
| _bullets_ | _bullets_ |

## 4. Learnings
- _5 specific lessons, not platitudes_

## 5. Next quarter — our 3 bets
| Bet | Owner | Success metric | Kill if… |
|---|---|---|---|
| _Bet 1_ | _Name_ | _Metric_ | _Trigger_ |

**What's the action?** Confirm or revise the 3 bets above by [DATE].
Pro tips
  • Cap bets at 3. More than 3 = no real prioritization.
  • Add 'kill criteria' to every bet so you don't drag dead initiatives across quarters.
  • Write the TL;DR last — it's the only section the founder may read.
Works with
ClaudeChatGPTGemini
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